Position in WLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,681,065
+$1,003,038 QoQ
Shares Held
34,654
+94.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 264 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026Corient Private Wealth LLC holds $7,217,913 across 5 Publishing names. WLY ranks #2 (23.3% of the industry book) .
All Filings in WLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,065 | 34,654 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $678,027 | 17,796 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $468,121 | 9,702 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $333,170 | 8,186 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $312,132 | 8,186 | Shares | Sole | 2024-05-09 | |
| 2023-03-31 | $410,031 | 10,576 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $347,240 | 8,668 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||